Portfolio Manager (CMSRL Holder)

Trust Recruit; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

A financial services company based in Kuala Lumpur is seeking an experienced Portfolio Manager to oversee client investment portfolios. The ideal candidate will hold a valid CMSRL licence and possess at least 5 years of Fund Management experience. Responsibilities include developing investment strategies, conducting market research, and ensuring compliance with regulatory requirements. The role requires strong analytical skills, excellent communication abilities, and a solid understanding of capital markets. Interested applicants should submit their resume in MS WORD format.

Qualifications

• At least 5 years of experience in Fund Management.
• Valid CMSRL licence (Fund Management / Advising on Securities).
• Proven experience in portfolio management or investment analysis.
• Strong understanding of capital markets and investment products.

Responsibilities

• Develop and monitor investment strategies for portfolio objectives.
• Conduct research to support investment decisions.
• Manage multi-asset portfolios including equities and fixed income.
• Ensure compliance with SC Malaysia regulations.
• Prepare investment reports and present updates to clients.

Skills

Strong analytical skills

Excellent communication skills

Quantitative research capabilities

Investment analysis experience

Education

Bachelor's Degree in Finance, Economics, Accounting

Tools

CFA

FRM

CFP

Job description

We are seeking an experienced Portfolio Manager who holds a valid Capital Markets Services Representative’s Licence (CMSRL) issued by the Securities Commission Malaysia (SC). The Portfolio Manager will be responsible for managing client or institutional investment portfolios, developing investment strategies, and ensuring that all investment activities comply with regulatory requirements and internal policies.

Job Responsibilities

• Develop, implement, and monitor investment strategies to achieve portfolio objectives.
• Conduct macroeconomic, sector, and company research to support investment decisions.
• Manage multi-asset portfolios including equities, fixed income, money market instruments, and alternative investments.
• Perform portfolio analysis, performance attribution, risk management and make presentations to the investors and advisers.
• Execute investment decisions in accordance with the CMSRL authorization scope and company’s investment mandate.
• Ensure all activities comply with SC Malaysia regulations and internal compliance policies.
• Prepare investment reports and present portfolio updates to clients, management, or investment committees.
• Collaborate with research analysts, traders, and other investment professionals to optimize investment outcomes.
• Maintain up-to-date knowledge of market trends, regulatory developments, and financial products.
• Manage clients’ portfolios of unit trusts, ETFs and/or direct securities such as bonds and stocks, as part of company’s discretionary portfolio management services (DPMS) offered through both the B2C, B2B and iGM business divisions.
• Manage investments and Fintech with the distribution capabilities in portals and network to deliver cost efficient investment management services to our clients.

Job Requirements

• Bachelor’s Degree in Finance, Economics, Accounting, or related fields.
• At least 5 years of experience in Fund Management and working with stakeholders.
• Valid CMSRL licence (Fund Management / Advising on Securities).
• An independent thinker with a value-oriented investment approach and with the right temperament.
• Have a good macro understanding of the global investment environment, as well as micro company fundamentals.
• Strong understanding of capital markets, investment products, and regulatory requirements.
• Proven experience in portfolio management or investment analysis.
• Strong analytical, quantitative, and research capabilities.
• Excellent communication and presentation skills.
• Professional certifications such as CFA, FRM, CFP are an advantage.

Preferred Attributes

• High degree of integrity and professionalism.
• Strong decision-making ability under dynamic market conditions.
• Attention to detail and commitment to risk management.

How to Apply

You may send your resume in MS WORD format to ****@trustrecruit.com.my. Click on “Apply Now”. Only shortlisted candidates will be notified.